Nitorum Capital, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Nitorum Capital, L.P. reported 20 stock positions worth $113.9 million. Its top holding was State Street SPDR S&P Midcap (MDY) at 11.5% of the portfolio, followed by Martin Marietta Materials (MLM, 9.1%) and Dell Technologies -C (DELL, 7.8%). Compared with Q4 2025, it opened 1 new position, sold out of 6 and reduced 19. The biggest buy was a new position in State Street SPDR S&P Midcap (MDY) and the biggest sale an exit from Mannkind (MNKD).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001630243
- Portfolio Value
- $113.9M (Q1 2026)
- SEC Filing
- 0001630243-26-000008 ↗ filed May 15, 2026
Holdings Value
Holdings 20 stocks · $113.9M
| MDY State Street SPDR S&P Midcap | 11.49% | 21,216 | $13.1M | New |
| MLM Martin Marietta Materials | 9.09% | 17,587 | $10.4M | Reduce -76.0% |
| DELL Dell Technologies -C | 7.77% | 53,899 | $8.8M | Reduce -75.2% |
| RBA RB Global Inc. | 7.06% | 83,881 | $8.0M | Reduce -69.6% |
| CHDN Churchill Downs Inc. | 6.07% | 76,970 | $6.9M | Reduce -81.4% |
| UTHR United Therapeutics Corp. | 5.97% | 11,464 | $6.8M | Reduce -69.0% |
| VMI Valmont Industries | 5.72% | 16,305 | $6.5M | Reduce -69.8% |
| GNRC Generac Holdings Inc. | 5.44% | 31,742 | $6.2M | Reduce -72.9% |
| ICUI Icu Medical Inc. | 5.15% | 45,466 | $5.9M | Reduce -70.4% |
| BYD Boyd Gaming Corp. | 4.56% | 63,256 | $5.2M | Reduce -75.8% |
| OSW Onespaworld Holdings Ltd. | 4.35% | 215,808 | $5.0M | Reduce -73.1% |
| QGEN Qiagen N.V. | 4.34% | 123,612 | $4.9M | Reduce -46.9% |
| LAUR Laureate Education Inc. | 4.34% | 142,010 | $4.9M | Reduce -77.8% |
| PSMT Pricesmart Inc. | 4.21% | 31,875 | $4.8M | Reduce -80.2% |
| FCN Fti Consulting Inc. | 3.48% | 22,454 | $4.0M | Reduce -72.6% |
| AZZ Azz Inc. | 2.88% | 26,215 | $3.3M | Reduce -70.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.79% | 6,632 | $3.2M | Reduce -69.0% |
| GNTX Gentex Corp. | 1.96% | 102,078 | $2.2M | Reduce -74.2% |
| EBAY eBay Inc. | 1.69% | 21,200 | $1.9M | Reduce -77.4% |
| EVR Evercore Inc. Class A | 1.63% | 6,225 | $1.9M | Reduce -76.6% |
Portfolio Sells Q4 2025 → Q1 2026
| MNKD Mannkind Corp. | Sold out | 0.00% | −6.68 |
| CHDN Churchill Downs Inc. | Reduce -81.4% | 6.07% | −4.35 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −2.08 |
| WBS Webster Financial Corp. | Sold out | 0.00% | −2.05 |
| CNNE Cannae Holdings Inc. | Sold out | 0.00% | −1.98 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −1.90 |
| CPRT Copart Inc. | Sold out | 0.00% | −1.78 |
| MLM Martin Marietta Materials | Reduce -76.0% | 9.09% | −0.99 |
| LAUR Laureate Education Inc. | Reduce -77.8% | 4.34% | −0.43 |
| EVR Evercore Inc. Class A | Reduce -76.6% | 1.63% | −0.37 |
| BYD Boyd Gaming Corp. | Reduce -75.8% | 4.56% | −0.36 |
| PSMT Pricesmart Inc. | Reduce -80.2% | 4.21% | −0.15 |
| EBAY eBay Inc. | Reduce -77.4% | 1.69% | −0.11 |
| GNTX Gentex Corp. | Reduce -74.2% | 1.96% | −0.07 |
| ICUI Icu Medical Inc. | Reduce -70.4% | 5.15% | +0.31 |
| FCN Fti Consulting Inc. | Reduce -72.6% | 3.48% | +0.39 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -69.0% | 2.79% | +0.41 |
| OSW Onespaworld Holdings Ltd. | Reduce -73.1% | 4.35% | +0.67 |
| RBA RB Global Inc. | Reduce -69.6% | 7.06% | +0.78 |
| AZZ Azz Inc. | Reduce -70.4% | 2.88% | +0.78 |
| VMI Valmont Industries | Reduce -69.8% | 5.72% | +0.92 |
| DELL Dell Technologies -C | Reduce -75.2% | 7.77% | +1.73 |
| GNRC Generac Holdings Inc. | Reduce -72.9% | 5.44% | +1.91 |
| QGEN Qiagen N.V. | Reduce -46.9% | 4.34% | +1.91 |
| UTHR United Therapeutics Corp. | Reduce -69.0% | 5.97% | +1.98 |
Portfolio Buys Q4 2025 → Q1 2026
| MDY State Street SPDR S&P Midcap | New | 11.49% | +11.49 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $146.8M | MDY, DELL, MLM, RBA, RSP |
| Q1 2026 | 20 | $113.9M | MDY, MLM, DELL, RBA, CHDN |
| Q4 2025 | 25 | $452.4M | CHDN, MLM, MNKD, RBA, DELL |
| Q3 2025 | 27 | $569.3M | MLM, CHDN, MNKD, DELL, RBA |
| Q2 2025 | 28 | $674.3M | MLM, CHDN, CNNE, PRMB, FISV |
| Q1 2025 | 28 | $711.7M | PRMB, CHDN, MLM, MNKD, FISV |
| Q4 2024 | 26 | $869.6M | PRMB, CHDN, MLM, MNKD, FUN |
| Q3 2024 | 28 | $993.5M | CHDN, PRMW, MLM, MNKD, FISV |
| Q2 2024 | 27 | $917.3M | CHDN, MLM, PRMW, MNKD, FISV |
| Q1 2024 | 28 | $982.2M | CHDN, MLM, FIS, CNNE, PRMW |